Group 1 - Ningbo Shanshan Co., Ltd. announced an extension of the deadline for the restructuring plan draft of its controlling shareholder, Shanshan Group, and its wholly-owned subsidiary, Ningbo Pengze Trading Co., Ltd., to December 20, 2025 [2] - The restructuring was initiated by the Ningbo Yinzhou District People's Court on March 20, 2025, due to the complexity of the debtor's asset types and diverse demands from major creditors [2] - The court's decision to extend the deadline was made on September 16, 2025, in accordance with the relevant provisions of the Enterprise Bankruptcy Law of the People's Republic of China [2] Group 2 - Currently, there are no instances of non-operating fund occupation or illegal guarantees by the controlling shareholder that would harm the interests of the listed company [3] - The company maintains independent and complete business operations, with normal production and operations unaffected by the ongoing restructuring matters [3] - Shanshan Group holds 320,296,700 shares of Shanshan Co., accounting for 14.24% of the total share capital, while Pengze Trading holds 205,264,756 shares, accounting for 9.13% [3]

关于控股股东部分股份解除轮候冻结的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600884 证券简称：杉杉股份 公告编号：临2025-069 宁波杉杉股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 2024年12月26日，宁波杉杉股份有限公司（下称"公司"或"杉杉股份"）发布了《杉杉股份关于控股股东 部分股份被冻结的公告》（临2024-082），其中公告了公司控股股东杉杉集团有限公司（下称"杉杉集 团"）所持公司574,024,072股股份被宁波高新技术产业开发区人民法院轮候冻结的事项。 公司于近日获悉，上述被轮候冻结的股份中有287,012,036股已被解除轮候冻结，现将有关事项公告如 下： 一、本次股东股份解除轮候冻结的基本情况 ■ 注："剩余被冻结/标记股份数量"未包含轮候冻结数量。本次解除轮候冻结后，杉杉集团累计被轮候冻 结数量为945,885,350股，占其持有公司股份总数的295.32%，占公司总股本的42.05%。 二、其他相关说明 浙江省宁波市鄞州区人民法院已于2025年3月 ...

宁波杉杉股份有限公司 关于控股股东及其全资子公司实质合并重整案 延期提交重整计划草案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-070 业务、财务等方面均保持独立。目前公司生产经营一切正常，本次事项目前未对 公司日常生产经营造成重大实质影响，后续公司将持续努力做好各项经营管理工 作，以保障上市公司稳健经营。 宁波杉杉股份有限公司（下称"公司"）的控股股东杉杉集团有限公司（下 称"杉杉集团"）及其全资子公司宁波朋泽贸易有限公司（下称"朋泽贸易"）于 2025 年 3 月 20 日被浙江省宁波市鄞州区人民法院（下称"鄞州法院"）裁定进 行实质合并重整。 公司于近日收到其管理人转发的鄞州法院《民事裁定书》（（2025）浙 0212 破 12 号之一），鄞州法院裁定重整计划草案提交期限延长至 2025 年 12 月 20 日， 现将相关情况公告如下： 一、延期提交重整计划草案的情况 由于债务人资产类型多、情况复杂，主要债权人需求多样，需统筹平衡，导 致重整 ...

浙江省宁波市鄞州区人民法院已于 2025 年 3 月 20 日裁定杉杉集团及其下属 2024 年 12 月 26 日，宁波杉杉股份有限公司（下称"公司"或"杉杉股份"） 发布了《杉杉股份关于控股股东部分股份被冻结的公告》（临 2024-082），其中 公告了公司控股股东杉杉集团有限公司（下称"杉杉集团"）所持公司 574,024,072 股股份被宁波高新技术产业开发区人民法院轮候冻结的事项。 公司于近日获悉，上述被轮候冻结的股份中有 287,012,036 股已被解除轮候 冻结，现将有关事项公告如下： 注："剩余被冻结/标记股份数量"未包含轮候冻结数量。本次解除轮候冻结后，杉杉 集团累计被轮候冻结数量为 945,885,350 股，占其持有公司股份总数的 295.32%，占公司总 股本的 42.05%。 二、其他相关说明 证券代码：600884 证券简称：杉杉股份 公告编号：临 2025-069 宁波杉杉股份有限公司 关于控股股东部分股份解除轮候冻结的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 1 一、本次股东股份解 ...

每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 曾健辉） 每经AI快讯，杉杉股份9月18日晚间发布公告称，2024年12月26日，宁波杉杉股份有限公司发布了《杉 杉股份关于控股股东部分股份被冻结的公告》（临2024-082），其中公告了公司控股股东杉杉集团有限 公司所持公司574,024,072股股份被宁波高新技术产业开发区人民法院轮候冻结的事项。公司于近日获 悉，上述被轮候冻结的股份中有287,012,036股已被解除轮候冻结。截至本公告披露日，股东杉杉集团累 计被冻结股份约3.2亿股，占公司总股本的14.24。 ...

Core Insights - The 2025 World Energy Storage Conference was held in Ningde, highlighting significant growth in the energy storage sector, with a 1.35% increase in the storage index and a notable rise in stock prices of leading companies like CATL [1][2] - CATL's chairman announced that global new energy storage installations have increased by 11 times over the past five years, with China achieving a 20-fold growth, making it the largest energy storage market globally [1][3] - The Chinese government has set ambitious targets for energy storage installations, aiming for over 180 million kilowatts by 2027 and over 300 million kilowatts by 2035 [2][3] Industry Developments - The "New Energy Storage Technology Development Roadmap (2025-2035)" was released, outlining goals for the industry, including a focus on various storage technologies such as electrochemical, electromagnetic, mechanical, thermal, and hydrogen storage [2][3] - The National Development and Reform Commission and the National Energy Administration issued an action plan for energy storage, projecting direct investments of approximately 250 billion yuan by 2027 [3][4] Company Performance - CATL reported a cumulative R&D investment exceeding 80 billion yuan since 2014, with a patent portfolio of 43,000 applications expected to grow by 7,000 this year [1] - BYD achieved a revenue of 371.28 billion yuan in the first half of the year, with a net profit of 15.51 billion yuan, marking a 13.79% year-on-year increase [6] - Sunshine Power, a leader in energy storage systems, reported a revenue of 17.80 billion yuan, a 127.78% increase year-on-year, with energy storage revenue surpassing its solar inverter business for the first time [6] Market Trends - The energy storage sector is witnessing a shift from cost competition to value creation, with a focus on innovative business models that enhance economic viability [4] - A total of 20 energy storage concept stocks reported net profits exceeding 100 million yuan in the first half of the year, with CATL leading at 30.49 billion yuan [5][8] - The demand for lithium battery materials is expected to continue growing, driven by the high demand in the new energy vehicle and energy storage markets [7]

Core Insights - The energy storage index rose by 1.35%, with leading stocks like CATL increasing by 6.7% [1] - The 2025 World Energy Storage Conference in Ningde, Fujian, focuses on providing solutions for the energy storage industry [1] - The new energy storage technology development roadmap aims for significant growth in installed capacity by 2035 [1][2] Industry Developments - The conference resulted in 22 new industrial projects with a planned investment of 36.7 billion yuan, and 18 projects signed with a total investment of 24.58 billion yuan [2] - The National Development and Reform Commission and the National Energy Administration released an action plan targeting 1.8 million kilowatts of new energy storage capacity by 2027 [2] - The action plan emphasizes lithium-ion battery storage as the primary technology while diversifying application scenarios [2] Company Performance - CATL reported a net profit of 30.485 billion yuan, leading the energy storage sector [3] - BYD achieved a revenue of 371.281 billion yuan, with a net profit of 15.511 billion yuan, marking a 23.3% year-on-year growth [3] - Sungrow, a leader in energy storage systems, saw a 127.78% increase in revenue from energy storage systems, reaching 17.803 billion yuan [3] Profit Growth - Shanshan Co. experienced a remarkable net profit growth of 1079.59%, driven by high demand in the electric vehicle and energy storage markets [4] - Other companies like Jinlang Technology and Camel Group also reported significant profit increases, with growth rates exceeding 60% [4] - The demand for negative electrode materials is expected to continue rising, with a 37% year-on-year increase in shipments in the first half of 2025 [5]

Core Insights - The 2025 World Energy Storage Conference opened in Ningde, where the Ministry of Industry and Information Technology released the "New Energy Storage Technology Development Roadmap (2025-2035)", aiming for over 180 million kilowatts of new energy storage capacity by 2027, over 240 million kilowatts by 2030, and over 300 million kilowatts by 2035 [1][2] Group 1: Industry Development Plans - The roadmap outlines development goals for new energy storage technologies, including electrochemical storage, electromagnetic storage, mechanical storage, thermal storage, and hydrogen storage [1] - The "Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)" was issued, targeting over 180 million kilowatts of new energy storage capacity by 2027, with an expected direct investment of approximately 250 billion yuan [2] Group 2: Investment and Project Signings - During the conference, 22 new industrial projects were connected in Ningde, with a total planned investment of 36.7 billion yuan, and 18 projects were signed with a total investment of 24.58 billion yuan, covering new batteries, energy storage systems, new materials, and zero-carbon parks [1] - The commercial model innovation is seen as a key driver for future growth in the energy storage sector, with expectations for improved economic efficiency through coupling with wind and solar installations [2] Group 3: Company Performance - A total of 20 energy storage concept stocks reported net profits exceeding 100 million yuan in the first half of the year, with five companies achieving over 1 billion yuan in net profit, including CATL, BYD, and Sungrow [3][4] - BYD reported a revenue of 371.28 billion yuan in the first half of the year, a year-on-year increase of 23.3%, and signed the world's largest energy storage project contract with a capacity of 12.5 GWh [3] - Sungrow's energy storage system revenue reached 17.80 billion yuan, a year-on-year increase of 127.78%, with its revenue share surpassing that of its photovoltaic inverter business for the first time [3] Group 4: Profit Growth Analysis - Shanshan Co. led in net profit growth with a year-on-year increase of 1079.59%, followed by Jinlang Technology and Camel Group with increases of 70.96% and 69.46%, respectively [4] - The demand for lithium battery materials continues to grow due to the high market demand for new energy vehicles and energy storage, with Shanshan Co. reporting a revenue of 9.858 billion yuan in the first half of the year [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002759 | 天际股份 | 17.83 | -6.26% | 191.91万 | 35.40 Z | | 688353 | 华盛锂电 | 43.36 | -4.28% | 7.16万 | 3.14Z | | 605378 | 野马电池 | 28.30 | -3.51% | - 14.63万 | 4.19 亿 | | 688345 | 博力威 | 37.63 | -3.26% | 2.82万 | 1.07亿 | | 300410 | 正业科技 | 9.90 | -2.65% | 34.16万 | 3.38 Z | | 300450 | 先导智能 | 53.57 | -2.60% | 133.42万 | 72.14亿 | | 002074 | 国轩尚科 | 45.22 | -2.54% | 142.62万 | 64.93亿 | | 301662 | 宏工科技 | 139.54 | -2.13% | 2.36万 | 3.34亿 | | 688573 ...

Group 1 - The core viewpoint of the news is that Ningbo Shanshan Co., Ltd. has seen a significant increase in its stock price, rising by 5.35% to reach 15.17 CNY per share, with a trading volume of 1.736 billion CNY and a turnover rate of 6.71%, resulting in a total market capitalization of 34.124 billion CNY [1] - The company specializes in the research, production, and sales of lithium-ion battery anode materials and electrolytes, with its main business revenue composition being 55.26% from polarizers, 43.88% from anode materials, and 0.86% from other sources [1] - The top circulating shareholder data indicates that a fund under Southern Fund has increased its holdings in Shanshan Co., with the Southern CSI 500 ETF (510500) adding 8.9988 million shares in the second quarter, bringing its total holdings to 23.3568 million shares, which accounts for 1.33% of the circulating shares [2] Group 2 - The Southern CSI 500 ETF (510500) has achieved a year-to-date return of 27.26%, ranking 1792 out of 4222 in its category, and a one-year return of 63.65%, ranking 1479 out of 3804 [2] - The fund manager of Southern CSI 500 ETF, Luo Wenjie, has a total fund asset scale of 138.999 billion CNY, with the best fund return during his tenure being 146.27% and the worst being -47.6% [3]